Shares of J.C. Penney have surged over 50% this year as the retailer has gone from death's door to Wall Street's darling.
Hodges Capital portfolio manager Eric Marshall explains why he likes a concrete maker and U.S. Steel right now.
Eric Marshall, portfolio manager for the Hodges Small Cap Fund, says U.S. Concrete is a solid holding.
Shares of U.S. Concrete are up 22 percent so far in 2016 and last year's Federal highway bill will keep the company's shares on the fast track.